Autotask, Chargebee, Pushcut, PayPal, Email, BlueLink Integrations

Autotask
BlueLink
Chargebee
Email
Pushcut
PayPal
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Chargebee

Watch customers

Triggers when a new customer is created.

Chargebee

Watch events INSTANT

Triggers when a new event occurs.

Chargebee

Watch invoices

Triggers when a new invoice is created.

Chargebee

Watch subscriptions

Triggers when a new subscription is created.

Pushcut

Action Executed INSTANT

Triggers when an online action is executed.

PayPal

New notification INSTANT

Triggers when a new notification is received.

PayPal

Watch custom app payments

Triggers when a new payment is made or a payment setting is changed.

PayPal

Watch plans

Triggers when a new plan is added.

PayPal

Watch transactions

Triggers when a new transaction related to a specified agreement is made .

Actions

Chargebee

Collect payment for an invoice

Collects the payments for "payment_due" and "not_paid" invoices.

Chargebee

Create a customer

Creates a new customer.

Chargebee

Create an invoice

Creates an invoice.

Chargebee

Create a subscription

Creates a new subscription for an existing customer.

Chargebee

Delete a customer

Deletes a customer.

Chargebee

Delete an invoice

Deletes an invoice

Chargebee

Delete a subscription

Deletes a subscription.

Chargebee

Change a subscription state

Changes the state of a subscription.

Chargebee

Record an invoice payment

Records an offline payment for an invoice.

Chargebee

Refund an invoice

Refunds an invoice.

Chargebee

Retrieve a customer

Retrieves the customer identified by the unique identifier.

Chargebee

Retrieve an invoice

Retrieves an invoice for the specified invoice id.

Chargebee

Retrieve an invoice link

Retrieves a link for downloading the invoice.

Chargebee

Retrieve a subscription

Retrieves the subscription identified by the 'subscription id'.

Chargebee

Retrieve a transaction

Retrieve a transaction identified by its unique id.

Chargebee

Update a customer

Updates a customer.

Chargebee

Update an invoice

Updates an invoice.

Chargebee

Update a subscription

Updates a subscription.

Pushcut

Send a notification

Sends a smart notification to your devices.

PayPal

Create a plan

Creates and activates a billing plan.

PayPal

Activate a plan

Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

PayPal

Deactivate plan

Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

PayPal

Delete a plan

Permanently removes a billing plan.

PayPal

Get plans

Gets information about billing plans in a specified state.

PayPal

Create an agreement (Step 1)

Creates a subcription agreement and returns an approval url link to obtain buyer's approval.

PayPal

Execute an agreement (Step 2)

Executes a subscription agreement approved by a buyer after Step 1.

PayPal

Suspend an agreement

Suspends an agreement previously approved by a user.

PayPal

Reactivate an agreement

Reactivates a previously suspended agreement.

PayPal

Cancel agreement

Cancels an agreement previously approved by a user.

PayPal

Get agreement transactions

Returns all transactions related to a specific agreement.

PayPal

Set outstanding agreement amounts

Sets an outstanding agreement amount.

PayPal

Get subscription agreement details

Returns subscription agreement details.

PayPal

Create a payment (Step 1)

Creates a new payment order and returns an approval url link to obtain buyer's approval.

PayPal

Execute a payment (Step 2)

Executes a payment approved by a buyer after Step 1.

PayPal

Bill outstanding amount

Bills an outstanding or a preset amount of an agreement.

PayPal

Get billing plan details

Gets details about a specific billing plan.

BlueLink

Create Address Object

Helper function to create an address object

BlueLink

Create Applicants Object

Helper function to create an applicant object

BlueLink

Create Case Note

Create Case Note for Quote

BlueLink

Create Committed Monthly Expenditure Object

Helper function to create an committed monthly expenditure object

BlueLink

Create Fund Object

Helper function to create an fund object

BlueLink

Create Income Object

Helper function to create an fund object

BlueLink

Create Occupant

Helper function to create an Occupant object

BlueLink

Get Document

Get Document

BlueLink

Get documents metadata from quote

Get the metadata from all documents of a quote

BlueLink

Request DIP

Request a Decision in Principle on a quote

BlueLink

Save Experian Open Banking Payload

Save Experian Open Banking Payload

BlueLink

Save UK Quote

Create or Update quotes in BlueLink

BlueLink

Submit Application

Submit application selecting a product

Iterators

PayPal

Retrieve payment definitions

Enables to process each payment definition for a billing plan separately.

PayPal

Retrieve transactions

Enables to process transactions one at a time.

Searches

Chargebee

Find customers

Retrieves the list of customers based on specified criteria.

Chargebee

Find invoices

Retrieves the list of invoices based on specified criteria.

Chargebee

Find subscriptions

Retrieves the list of subscriptions based on specified criteria.